Author: Sarah Irving

To everyone that hates the month of January, we are almost through! January has a tendency to feel like the longest month of the year; however, with the plethora of information, data, and events for us to mull over and consider for our clients’ portfolios (not to mention keeping up with the unpredictable weather!)

These past few weeks have been a whirlwind and I know that the remaining weeks of 2024 will be as well. Before Thanksgiving, I had the opportunity to join two of my colleagues at the annual Charles Schwab IMPACT conference in San Francisco where some of the brightest minds in the industry came together to […]

As I was writing this week’s blog, I realized that my last one was also about a sensitive topic (divorce), so I promise my next one will be a LOT lighter! Nevertheless, navigating the loss of a loved one and in turn, inheriting assets can be both a financial blessing and an emotional challenge. It’s […]

One of the most wonderful parts of my job is getting to celebrate so many positive life-changing moments with our clients like graduations, marriages, babies, new dogs, long-awaited retirements, the list goes on. While it’s wonderful to get the chance to celebrate these alongside our clients, we also recognize we

Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be something you are not happy with

We love to hear our clients taking the initiative to learn more about their personal finances and to educate themselves and while we hope Meridian provides more than enough content to do so, we know there are many other sources and opinions out there. This may be a bit of a controversial topic as we […]

Two of the greatest joys in my life have been witnessing my husband navigating fatherhood and enjoying the growing relationship my family and I have with both my father and my father-in-law. Parenthood is an incredible journey filled with joy, responsibility, and a desire to provide the best for your children, all

I think it is fair to say that the longer days and nicer weather have mentally moved my family into summer mode whether I am ready for it or not. I’m still just trying to get through May (aka Maycember for all of my fellow parents out there). “Maycember – a term that describes the […]

I’m a big fan of holidays.  I inherited this trait from my parents, particularly my mom who always went above and beyond to make even the smallest of celebrations feel special.  With a bulk of the “big” holidays behind us, I was excited to hear that this April celebrates the 21st anniversary of Financial